MEET OUR TEAM

Timothy Bastron

[email protected]

 612-470-0318

Meet Tim Bastron

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  • Pastor for 26+ years
  • Passionate about caring for others
  • Top 5 'signature' strengths: Maximizer, Activator, Adaptability, Belief, and Communication
  • Specializing in Medicare, Life, LTC and Annuities. MNsure certified.
 

Lauri Cooper

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Meet Lauri Cooper

  • ASB Agent since 2008
  • Serving Medicare, MNsure, Life, Annuity and LTC needs
  • Annually working together, addressing your changing needs and goals
 

Kim Hart

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  • A MNsure broker & Retirement specialist on MEDICARE, LTCI, VA health, Fixed Annuities, and Life insurance
  • Licensed since 2002-educational sales approach & A Center for Medicare Advocacy member since 1997
  • Trained on the Partnership for Long Term Care Act of 1992, MN- 2008
 

David Hufnagel

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  • Business Owner/Operator since 1997
  • Trainer/Teacher for over 35 years
  • Passionate about educating my clients so they can make well-informed decisions
 

Tom Koehn

[email protected] - Insurance

[email protected] - Investments

Meet Tom Koehn
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COMRA Website

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  • Insurance Licensed since 2004
  • Former High School Teacher and Athletic Coach
  • Life-long passion for coaching and helping people succeed
  • Check the backround of this Representative at FINRA
 

Jim Leggott

[email protected]
www.focus4tomorrow.com

  • Licensed Medicare professional & Investment Advisor Representative with 20+ years experience
  • Medicare
  • Financial Planning
  • Retirement Planning
  • SSA analysis

Jim’s passion is to help clients create the blueprint that will guide them through their retirement years.

“20/20 – see your retirement clearly.”

On a personal note, when Jim is not helping his clients with retirement planning, he loves spending time and traveling with his family, volunteering at church and fishing with his granddaughter.

 

Aaron Mitcheltree - Insurance License # 40643277

[email protected]
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  • 12-year Navy Veteran (Chief Petty Officer)
  • Heart of a Teacher (education = confident decision making)
  • Master's Degree in Business Management
 

Mary Mitzuk

Mitzuk [email protected]

  • Specializing in Medicare, Life, LTC and Annuities. MNsure certified.
  • Former K-8 and adult educator, school principal
  • Find unique solutions to client's needs
 

Lisa Monserud

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Meet Lisa Monserud
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  • Business/Finance/Customer Service experience since 2002
  • An organized individual who is an excellent multitasker
  • A compassionate listener with a divine passion to help others
 

Danelle Orth

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  • Licensed Insurance Agent since 2016
  • Specializes in helping people with MNsure
  • Ranked in the top 50 MNsure agents in the state
 

Peter Orth

[email protected] - Insurance

[email protected] - Investments

Meet Peter Orth
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COMRA Website

  • Insurance licensed since 2000
  • Passed CFP in 2006
  • Branch Manager at ASBMN
 

Steven Orth

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Meet Steven Orth
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  • 9 Years of Experience
  • Yearly Certification Classes
  • Enjoy Helping People
 

Patrick Perkins

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Meet Pat Perkins
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  • Customer relationships and service is my first priority.
  • 25+ years as a Training, Development and Operations Manager
  • Partnering with others to identify best solutions to meet your needs.
 

Cindy Quast

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  • In the insurance industry since 1977
  • A licensed broker since 2011
  • Five years nursing home billing for Medicare,LongTerm Care, and VA Billing
 

Ken Schmitt

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  • Helping clients with insurance needs since 2009
  • Specializing in Medicare, Life, LTC, and annuities
  • Personalized agent that works for his clients. before, during and after the sale
 

Mary Shearer

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  • Licensed Life and Health Insurance Agent since 1995. MNsure Certified
  • Human Resource Representative 1983-1995
  • Specialize in Client based needs
 

Chad Weinhold

[email protected] - Insurance

[email protected] - Investments

COMRA Website

  • ChFC® and CRPC Designations

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Hollie Yeager

[email protected] - Insurance

[email protected] - Brokerage

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  • Office Administrator
  • Licensed since 2016
  • MNsure certified agent